GB
Gretchen W. Beedle
EAGLE STRATEGIES LLC
VINTON, VA 24179
Some features on this profile are disabled
CRD#: 6834653
GB
Professional summary
Gretchen Weinnig Beedle, who also goes by Gretchen Merry Weinnig, Gretchen Marie Weinnig, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Vinton, Virginia and NYLIFE SECURITIES LLC located in Vinton, Virginia.
Gretchen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Gretchen has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gretchen Merry Weinnig | Gretchen Marie Weinnig
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[OPERATING UNDER THE DBA NAME OF THE CONNER GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; VINTON, VA; START DATE: 10/2017] [Maple Lee Investments, LLC; LLC created to pay a shared support staff/associated person to our DBA The Conner Group; 131 East Lee Ave, Vinton, VA 24179; Start Date 12/2023; Role/Title: Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; payroll processing] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 131 East Lee Ave, Vinton, VA 24179; Start Date 07/2021; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Invictus Wealth Management, LLC; LLC established to use a payroll processor to pay my assistant; 6019 Sugar Loaf Mountain Road, Roanoke, VA 24018; Start Date 09/2021; Role/Title: Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Community Foundation Serving Western Virginia; Charitable foundation providing responsible stewardship of entrusted funds that are granted to the community.; PO Box 1159, Roanoke, VA 24006; Start Date 10/2022; Role/Title: Board Member; Investment Related; 4 hours per month; 2 hours per month during securities trading hours] [Shenandoah Club; Member-based dining and business club.; 24 Franklin Road, Roanoke, VA 24011; Start Date 05/2024; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Gretchen Weinnig Beedle's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 24, 2019 - Present
EAGLE STRATEGIES LLC
Office #1: 131 E Lee Avenue, Vinton, VA 24179RIA
CRD#: 110826
VINTON, VA
Current
August 18, 2017 - Present
NYLIFE SECURITIES LLC
Office #1: 131 E Lee Avenue, Vinton, VA 24179BD
CRD#: 5167
Vinton, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/25/2019)
RR
Florida(2/27/2020)
RR
Louisiana(4/4/2018)
RR
Maryland(5/17/2023)
RR
Minnesota(3/23/2021)
RR
New York(1/29/2025)
RR
North Carolina(5/16/2018)
RR
Pennsylvania(1/21/2021)
RR
Texas(6/29/2021)
RR
Virginia(9/11/2017)
IAR
Virginia(7/24/2019)
RR
West Virginia(1/13/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/2/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
